2021/2022 Supported Tax Forms
Core Tax Forms – Included in Specification documentation
Form 1098 : Mortgage Interest Statement
Form 1098-E : Student Loan Interest Statement
Form 1098-T : Tuition Statement
Form 1099-B : Proceeds From Broker and Barter Exchange Transactions
Form 1099-DIV : Dividends and Distributions
Form 1099-INT : Interest Income
Form 1099-MISC : Miscellaneous Income
Form 1099-OID : Original Issue Discount
Form 1099-R : Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 1099-NEC: Non-Employee Compensation
Form W-2 : Wage and Tax Statement
Schedule K-1 Tax Forms
Form 1065 K-1 : Partner's Share of Income, Deductions, Credits, etc.
Form 1120S K-1 : Shareholder's Share of Income, Deductions, Credits, etc.
Form 1041 K-1 : Beneficiary's Share of Income, Deductions, Credits, etc.
Form 5227-K-1: Split-Interest Trust Beneficiary's schedule K-1
Additional Tax Forms
Form 1097-BTC : Bond Tax Credit
Form 1098-C : Contributions of Motor Vehicles, Boats, and Airplanes
Form 1099-A : Acquisition or Abandonment of Secured Property
Form 1099-C : Cancellation of Debt
Form 1099-CAP : Changes in Corporate Control and Capital Structure
Form 1099-G : Certain Government Payments
Form 1099-H : Health Coverage Tax Credit (HCTC) Advance Payments
Form 1099-K : Merchant Card and Third-Party Network Payments
Form 1099-LTC : Long-Term Care and Accelerated Death Benefits
Form 1099-PATR : Taxable Distributions Received From Cooperatives
Form 1099-Q : Payments From Qualifed Education Programs
Form 1099-S : Proceeds From Real Estate Transactions
Form 1099-SA : Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Form 2439: Notice to Shareholder of Undistributed Long-Term Capital Gains
Form 5498 : IRA Contribution Information
Form 5498-ESA : Coverdell ESA Contribution Information
Form 5498-SA : HSA, Archer MSA, or Medicare Advantage MSA Information
Form W-2G : Certain Gambling Winnings
Form W-2C: Corrected Wage and Tax Statement